Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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The Murray Hanseth Group is a goals-based wealth management team dedicated to serving a select number of high net worth families, business owners, executives, and corporate retirement plans. Using a comprehensive approach to planning and investment advice guidance, we provide customized strategies to help clients achieve their goals. Our holistic approach to wealth management is centered around our deeply held commitment to take the time to understand the values, needs, goals, and concerns of clients. We strive to provide an exceptional client experience.
As part of the firm's belief in the value of advanced training and staff enrichment to better serve clients, Paul and Brian have pursued advanced designations and certifications. These concentrations provide The Murray Hanseth Group with additional depth and skills in key areas, including investment management, cash flow strategies, liability management and other banking services available through Bank of America, retirement planning services, estate planning services, insurance, and corporate 401(k) plan management.
With over 40 years of combined experience being entrusted with over $400 million in assets as of June 30th, 2018, every member of our team is passionate about working together toward a common goal of delivering exceptional advice, guidance and service to provide clients with the resources to live their lives fully and with purpose.
It’s important to plan for your financial future, which means getting more than investment advice. We believe you may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your kids’ names, how hard you worked to get where you are, how you define a successful life and how you view investing. Our commitment is centered in helping clients achieve their goals by making their needs and wants a priority. Our advice and strategies are guided by what’s important to you, and our success is defined by your satisfaction over time.
We believe an effective approach to wealth management requires working closely with you to help identify and define your goals.
Our job is to first understand what matters most to you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities.
Our approach is to help you pursue your goals by providing customized service and strategies. Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.
For corporate executives, we offer guidance for diversification strategies for concentrated stock positions. For business owners, we can help them build company benefit plans and provide access to Bank of America for help in addressing cash flow, lending needs and other challenges. For those nearing retirement, we consider inflation, health care costs and other factors to help them achieve desired lifestyles. We talk with clients periodically and proactively explore opportunities with them.
In 1914, Charles Merrill said, “The interests of our customers must come first.” That’s a commitment that we still honor today. We feel Charles Merrill would be gratified to see how the business he founded continues to place a premium on service and commitment. With the investment insights of Merrill Lynch, and with access to the banking convenience of Bank of America, we can deliver services that can help you address virtually every financial challenge you face.
Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.